Universal Health Services

Analysts Adjust Fair Value Estimates for Universal Health Services Amid Mixed Outlook and Recent Developments

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

21 Aug 24

Updated

05 Dec 25

Views

109

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n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

21.9%

7D

-1.2%

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1Y

21.9%

7D

-1.2%

You can edit this narrative until Dec 6 3:10 AM. Then, changes will post as Updates.

Author's Valuation

US$249.9410.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

Fair value Increased 0.50%

UHS: Future Performance Will Balance Policy Risks And Behavioral Demand Execution

We are raising our price target for Universal Health Services slightly to approximately $250 per share from about $249 per share, reflecting analysts' modestly higher long term EBITDA forecasts, stronger Q3 execution, and an improved valuation framework, despite ongoing policy and reimbursement uncertainties. Analyst Commentary Street research following the latest quarterly results has turned more constructive overall, with multiple bullish analysts lifting price targets into the mid to high $260s and upgrading their outlook on execution and growth.

Shared on 21 Nov 25

Fair value Increased 1.95%

UHS: Future Performance Will Reflect Policy Risks And Behavioral Segment Improvements

Analysts have raised their fair value estimate for Universal Health Services from $243.94 to $248.71. They cite improving EBITDA outlooks, strong demand trends, and above-consensus quarterly results as key drivers behind the upward revision.

Shared on 06 Nov 25

Fair value Increased 8.81%

UHS: Future Profitability Will Depend On Managing Policy Risks And Behavioral Volumes

The analyst fair value estimate for Universal Health Services has risen from $224.19 to $243.94. This change reflects improved sentiment after strong quarterly results and continued demand trends, according to analysts.

Shared on 23 Oct 25

Fair value Increased 1.53%

Analysts have modestly raised their fair value estimate for Universal Health Services to $224.19, citing updated state-directed payment programs and an improved profit margin outlook as key factors supporting the adjustment. Analyst Commentary Recent analyst reports have provided updated perspectives on Universal Health Services, reflecting both positive developments and ongoing concerns that may impact the company’s future performance and valuation.

Shared on 08 Oct 25

Fair value Increased 1.15%

The analyst price target for Universal Health Services has been modestly raised by $2.50 to $220.81. This adjustment reflects updated estimates for state-directed payments and mixed performance trends cited by analysts.

Shared on 04 Sep 25

Analysts maintained their price target for Universal Health Services at $218.31 as improving but still disappointing behavioral health volumes and ongoing start-up losses were offset by the benefits from Tennessee Medicaid expansion, resulting in no change to fair value. Analyst Commentary Behavioral health volumes are showing improvement but remain below internal expectations.

Shared on 07 May 25

Fair value Decreased 3.10%

Shared on 30 Apr 25

Fair value Decreased 1.37%

AnalystConsensusTarget has decreased revenue growth from 6.4% to 5.7%.

Shared on 23 Apr 25

Fair value Increased 0.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 1.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 1.52%

AnalystConsensusTarget has decreased future PE multiple from 13.0x to 11.7x.

AnalystConsensusTarget Fair Value

US$249.94

10.9% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.67%

Healthcare Services revenue growth rate

0.23%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$1.60b

Earnings '28

x

10.49x

PE Ratio '28

=

US$16.82b

Market Cap '28

US$16.82b

Market Cap '28

/

55.49m

No. shares '28

=

US$303.08

Share Price '28

US$303.08 Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

US$247.71

Fair Value '25